Why Invest in Healthcare? Paul Major makes the case for investing in the healthcare sector | Ep.111
On the podcast with Stuart Fieldhouse for this episode we have Paul Major, Investment Manager of FTSE 250-listed, GBP700m Bellevue Healthcare Trust (LON:BBH).\n\nStuart and Paul discuss the future of the healthcare sector in the UK, US and China, the use of Artificial Intelligence in healthcare, ESG and the expansion of private healthcare around the world.\n\nIf you enjoy the podcast, make sure you subscribe to our channel to catch the latest episodes.\n\nFor more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/\n\nFor stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register\n\n00:00 Intro to the Bellevue Healthcare Investment Trust\n03:57 The trust's share buybacks and gearing\n06:14 Upside of healthcare sector tech stocks\n11:12 Tapping into the expansion of private healthcare\n15:55 Why have healthcare companies been doing so well?\n23:15 How important is government funding to profitability?\n26:16 Healthcare in China and Asia\n29:40 Use of AI in healthcare\n37:00 The obesity epidemic\n45:20 ESG factors in the healthcare sector